Bruce Romagnoli, financial advisor Bedford NH

Bruce Romagnoli

CRD Number: 837259
Current Firm: Insight Folios

Bruce Romagnoli (CRD# 837259) is an Investment Advisor Representative working at Insight Folios in Bedford, NH and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Insight Folios Bedford, NH Apr 2017 - Current 6
Applied Strategies For Wealth Mgmt Bedford, NH Apr 2007 - Current 16
Beacon Capital Distributors Inc. Akron, OH Jul 2014 - Apr 2017 2
Planmember Securities Corporation Carpinteria, CA Jun 2008 - Apr 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Bruce Romagnoli
By the Numbers
  • Total Assets Under Management
    279
    MILLIONS
  • Total Number of Accounts
    1,810
    ACCOUNTS
  • Average Account Value
    $154,123
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, HI, IL, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, WA

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